See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $79,677 |
Filed as: GALLAGHER BENEFITS SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,125 | $45,382-7.2% | $154,107-72.7% | $75,289-44.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -2.55% | -0.47%-2.1pp | 735.12%-737.7pp | -0.04%-2.5pp |
| Employer contribution / active EE | $1,014 | $1,533-33.9% | $5,298-80.9% | $2,405-57.9% |
| Participant deferral / active EE | $5,026 | $2,384+110.8% | $5,081-1.1% | $3,739+34.4% |
| Admin fee / account holder | $60 | $89-32.6% | $13,411-99.6% | $102-41.2% |